Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$1.8B
32M shares
52-week range
$12.50 – $75.98
80% from low
Sector
SERVICES-PREPACKAGED SOFTWARE
Exchange
NASDAQ
CS
Borrow rate
0.29%
Easy to borrow
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| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $204.1M | $232.6M | $343.1M | $490.9M | $573.2M | $601.1M | $748.5M | $753.8M |
| Cost of revenue | $108.1M | $125.0M | $185.3M | $272.4M | $334.8M | $365.0M | $468.5M | $483.7M |
| Gross profit | $96.0M | $107.6M | $157.9M | $218.5M | $238.4M | $236.2M | $280.0M | $270.1M |
| Gross margin | 47.0% | 46.3% | 46.0% | 44.5% | 41.6% | 39.3% | 37.4% | 35.8% |
| R&D | $20.9M | $31.5M | $42.1M | $55.2M | $98.0M | $104.2M | $118.6M | $125.3M |
| Operating income | $6.8M | −$17.7M | −$13.5M | −$2.2M | −$24.3M | −$35.5M | −$20.1M | −$14.4M |
| EBITDA | $12.6M | −$3.9M | $8.1M | $39.8M | $62.9M | $32.5M | $42.1M | $42.6M |
| Net income | $17.9M | $2.5M | −$44.0M | −$27.4M | $19.6M | −$16.3M | −$6.5M | −$12.9M |
| Net margin | 8.8% | 1.1% | -12.8% | -5.6% | 3.4% | -2.7% | -0.9% | -1.7% |
| EPS (diluted) | 0.85 | 0.10 | -1.83 | -1.09 | -0.48 | -0.64 | -0.24 | -0.43 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $891M | $1.80 | $1.78–$1.82 | 3 |
| 2027 | $931M | $2.24 | $1.98–$2.42 | 3 |
| 2028 | $1.1B | $2.89 | $2.81–$2.97 | 1 |
Forward consensus · source: Financial Modeling Prep
Bandwidth Inc is cloud-based communications platform-as-a-service (CPaaS) provider that enables enterprises to create, scale and operate voice or messaging communications services across any mobile application or connected device. Company earns revenue through the sale of communications services offered through Application Programming Interface software solutions to enterprise customers. The majority of its revenue is generated from usage-based fees that includes voice communication and messaging communication that traverse the platform and network.
www.bandwidth.comNo one on the platform currently holds BAND.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 644,981 | $11.5M |
No one on the platform has traded BAND yet.
| $515M |
| — |
| DAVAEndava plc | $2.92 | +5.04% | $156M | — |
| GRRRGorilla Technology Group Inc. | $19.54 | +4.05% | $484M | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading at 2.5× sales vs its 0.6× historical median P/S.
Fair value ≈ $16.49 · price $63.27 today
Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
SOFTWARE WATCHLIST UPDATE Seeing continued constructive price action across key SaaS + cloud names - orderly structure, not hype-driven spikes. $BAND - building a cup structure after clean retest of IPO VWAP, accumulation behavior intact $TWLO - successful 50-day SMA backtest, forming a tight consolidation base $NAVN - new IPO leadership emerging, breaking out of early IPO base structure $SNOW - setting up for potential Stage 2 trend continuation if momentum confirms This is classic rotation into quality software names after digestion - trend strength is coming from base-building, not breakout chasing.
View on StockTwits ↗Software names are starting to tighten up again after a long digestion phase, and the price action across the group is becoming more constructive. $BAND has been rebuilding steadily after its IPO VWAP retest, with a rounding structure forming that often signals early-stage accumulation if follow-through emerges. $TWLO is holding its 50-day SMA and compressing into a narrower range, showing signs of stabilization rather than continued downside pressure. $SNOW is also starting to firm up, with structure aligning closer to the early phases of a potential renewed uptrend rather than a corrective phase. $NAVN stands out as the momentum outlier, breaking out of its IPO base and attracting early rotation interest. Overall, the group is transitioning from repair mode into early trend formation, but confirmation still depends on sustained volume expansion.
View on StockTwits ↗$BAND is up 11.8 %. Sell if it Trades at $59. Target is $63. https://abovethegreenline.com/wp-content/uploads/2021/01/ST-1.jpg https://zpr.
View on StockTwits ↗$BAND my biggest position for 3 yrs. I haven't sold a share yet. I'm betting on those same illogical algos to send band to test highs. The swing set up looks great for momo traders. No debt, still cheap based on sales/ffc. AI comms getting branded as a pick/shovel trade. Pulled back and ready to run back up.
View on StockTwits ↗$BAND green and ripping on a red tape. $FIVN $RNG $NICE all bid too. Whole voice infra group moving together while SPX and NDX bleed. $TWLO barely moved, interesting.🤔 Convert hedge pressure clearing and Build is live. Somebody's accumulating, 3M shares on the tape. Did a desk put out a group upgrade that hasn't filtered to the masses??👀
View on StockTwits ↗$BAND just dropped Build. Agents self-provision voice from zero via MCP. No sales call, no contract. Numbers, calls, transcription, conferencing, all metered, all on their OWNED network. Yeah $TWLO has MCP, but theirs is dev tooling. BAND built an agent ACQUISITION funnel. Coming for their lunch. 👀 https://www.prnewswire.com/news-releases/bandwidth-launches-build-giving-ai-agents-autonomous-access-to-the-bandwidth-communications-cloud-302807039.html
View on StockTwits ↗Swing Trade Buy on the Close for Bandwidth Inc. $BAND. https://abovethegreenline.com/wp-content/uploads/2021/01/ST-1.jpg https://zpr.io/Tuu
View on StockTwits ↗$BAND. https://abovethegreenline.com/wp-content/uploads/2021/01/ST-1.jpg https://zpr.io/PeaV3LkX26it
View on StockTwits ↗No position yet but I like the consolidation above the rising 50sma on the daily as the 5sma starts to flatten on the 30 minute inset. $BAND chart from @marketsurge
View on StockTwits ↗$BAND Pump -> Dilution -> BagHeld by pumper cucks, nothing new
View on StockTwits ↗$BAND closed its convertible bond deal: full greenshoe taken, $316.25M of 0% 2032 paper, so the demand was real. The 2028 maturity debt all but killed ($150M down to $27.5M), debt can-kicked out six years at zero cash cost. Lead bookrunner? Morgan Stanley. Yes, the same desk last sporting an $12 Underweight(5/8/25) just underwrote the convert and will almost certainly "rediscover" the name the second the quiet period lifts. Dilution runs ~4.35M shares in the normal case (13.7663/$1k) and tops out at ~5.99M only under a make-whole takeover/redemption (18.9286/$1k), all neutralized to $105.66 by the capped call. A clean refi from a position of strength, and a likely MS🤡 coverage U-turn loading in the chamber. Long
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.